Access CRM data offline via Vtiger 360 Accessing your Vtiger CRM data via OData feed Calendar View Capturing Emotional Journeys Closed States Customer Touchpoints Customizer Desktop Notification overview Exporting Data from Vtiger CRM Vtiger Feature Limits Glossary How do I scan a Business Card in Vtiger 360 mobile App IP Based Restriction Introduction to Kanban View Merging Duplicates in Summary View Migration Timeframe and Process One View: Introduction Overview of Permission Usecases Performing Global Search Rest API Manual Managing your Vtiger CRM Subscriptions & Billing Vtiger 360 for Field Sales Vtiger 360 Mobile App Contact Roles What are Record-Level Analytics What are Sticky Notes Whitelisting Vtiger to Configure Gmail Inbox What is Quick Create Using Grid Edit in Vtiger CRM Embedding a Video URL Built-in Phone Dialer in the CRM with Plivo and Twilio Summary View QR Code in Vtiger CRM Internal Chat Details View Vtiger SAML application in Microsoft Entra ID Understanding Email Bounces and Error Codes Course Completion Certificates Customizing a Course Category Applicable Taxes for Vtiger Billing

Congratulations! By signing up for a Vtiger, you have made the leap from spreadsheets to a smarter & modern sales system

As salespersons, we all started off with spreadsheets, and you might still be using one.

Why do we love spreadsheets?

• Reason #1: Freedom to do anything - add cells, get charts, make it look the way you want it to look
• Reason #2: Ownership - The data is in our control - no one can change it (unless you share it)

What are the challenges with spreadsheets?

Spreadsheets are good if you you just need to track phone numbers and email addresses of your customers. But, if you need to build better relationships with customers, you have to start knowing them better, and that means you need have to gather this data.

1. Spreadsheets are static - You cannot capture a customer in a row or some rows.
   • A CRM is dynamic.. Calls get logged automatically, Emails get attached, Activity on Emails (opens, clicks) is tracked, Website visits could be registered.
2. Spreadsheets aren’t designed for collaboration
   • If you are working together on a opportunity, sharing notes and getting feedback is clumsy at best on a spreadsheet. We all are used to much better communication tools in our personal lives (Whatsapp, Facebook). So, why are we still communicating in spreadsheets?
3. Documents, Comments, Images
4. Relationships and Reporting - Spreadsheets aren’t built to track relationships. A customer could be linked to an opportunity or product or a case or a phone call or a document.
5. Reporting - Spreadsheets can’t give the insights that sophisticated CRMs can. Which salesperson is doing better? Which Email templates are having good open rates? Which agents are handling more support queries and getting good feeback?
6. Social - Poor spreadsheets aren’t plugged in to Social networks. A good CRM system is social and will make you social

Sales Gyan Zone

1. Confessions of an Excel addict (Fortune Magazine)